Broadridge
0
Funds holding %
of 6,759 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
17% more call options, than puts
Call options by funds: $12.7M | Put options by funds: $10.8M
16% more repeat investments, than reductions
Existing positions increased: 371 | Existing positions reduced: 320
1% less funds holding
Funds holding: 926 [Q1] → 914 (-12) [Q2]
4.97% less ownership
Funds ownership: 99.36% [Q1] → 94.39% (-4.97%) [Q2]
8% less capital invested
Capital invested by funds: $23.9B [Q1] → $21.9B (-$1.94B) [Q2]
13% less funds holding in top 10
Funds holding in top 10: 8 [Q1] → 7 (-1) [Q2]
14% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 86
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$207
9%
downside
Avg. target
$226
1%
downside
High target
$246
8%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
RBC Capital Daniel Perlin 80% 1-year accuracy 33 / 41 met price target | 8%upside $246 | Outperform Reiterated | 6 Nov 2024 |
Morgan Stanley James Faucette 74% 1-year accuracy 14 / 19 met price target | 9%downside $207 | Equal-Weight Maintained | 6 Nov 2024 |
JP Morgan Puneet Jain 100% 1-year accuracy 3 / 3 met price target | 1%downside $225 | Neutral Maintained | 20 Aug 2024 |
Financial journalist opinion
Based on 24 articles about BR published over the past 30 days
Charts implemented using Lightweight Charts™